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Visualizations for Planned Gift Types in Nonprofit
The planned gift record page offers dynamic visualizations that automatically adapt to the structure of specific gift types. Select a gift type to get a Flexcard that shows only the fields that matter most, which streamlines review and data entry.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
Dynamic gift visualizations help relationship officers manage complex gifts with greater clarity and context. For example, create a planned gift record and select the Charitable Gift Annuity gift type. This selection generates a Flexcard that shows fields, terms, and visual summaries specific to the charitable gift annuity type.
These Flexcards highlight fields specific to the corresponding planned gift types.
Bequest Specific Amount (BSA)
These fields highlight the likelihood, amount, and timing of a bequest realization.
- Expected Amount: the forecast for the gift pipeline
- Probability Factor: prioritizes and weighs gifts
- Revocable Gift: indicates the firmness of commitment
- Bequest Realization Date: forecasts the receipt of funds
Bequest Specific Percentage (BSP)
These fields prioritize research officers’ attention by projecting institutional benefit from estate gifts.
- Expected Estate Value: the foundation for calculating gift value
- Residuary Share: defines the institution’s proportion
- Expected Amount: the expected return from the estate
- Probability Factor: the likelihood of receipt
- Bequest Realization: critical for financial and stewardship planning
Charitable Lead Annuity Trust (CLAT)
These fields highlight the timing, payout liability, and long-term institutional benefit.
- Principal Amount: sets the basis for value projections and payouts
- Maturity Date: determines income stream
- Term (Years): indicates the length of obligations
- Present Value: sets the foundation for performance tracking
- Term End Date: indicates when the institution expects the remainder
Charitable Remainder Unitrust (CRUT)
These fields help relationship officers balance stewardship duties with institutional benefit forecasting.
- Principal Amount: indicates gift size and planning complexity
- Estimated Maturity Date: sets the planning milestone
- Future Value: the projected amount that the institution receives
- Net Value: the institutional benefit after deductions
- Payout Rate: the annual obligation to the donor
Deferred Gift Annuity (DGA)
These fields highlight future impact and the required follow-up over time.
- Deferred Future Value: the projected value at the end of deferral
- First Payment Date: supports payout planning
- Deferral Period (Years): critical to growth and planning
- Payout Rate: determines future expense to the institution
- Present Value: helps evaluate current gift impact
Immediate Gift Annuity (ICGA)
These fields highlight immediate obligations and long-term benefits.
- Principal Amount: sets expectations for impact
- Net Value: presents the key metric for institutional return
- Payout Frequency: shows cost and stewardship cadence
- Future Value: the total expected benefit
- Amount Received: tracks stewardship to date
Life Insurance Irrevocable Interest (LIII)
These fields highlight financial exposure and the timing for benefit.
- Face Value: the maximum gift value
- Premium Amount: the cost of maintaining the policy
- Future Value: the expected institutional benefit
- Maturity Date: the expected date for gift realization
- Probability Factor: indicates the certainty of an eventual payout
Pooled Income Fund (PIF)
These fields assess income stream, stewardship needs, and institutional return.
- Units Held: indicates the donor’s share in the fund
- Units Value: the basis for calculating gift value
- Future Value: the projected institutional benefit
- Net Value: the actual institutional gain after obligations
- Maturity Date: the expected date when the institution receives the remainder
